See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,241 | $144,119-88.7% | $117,854-86.2% | $147,584-89.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 9.04% | 531.15%-522.1pp | 335.08%-326.0pp | 578.55%-569.5pp |
| Employer contribution / active EE | $2,372 | $4,896-51.6% | $3,786-37.4% | $4,876-51.4% |
| Participant deferral / active EE | $6,000 | $5,316+12.9% | $4,482+33.9% | $5,439+10.3% |
| Admin fee / account holder | $123 | $10,886-98.9% | $8,020-98.5% | $10,885-98.9% |